Tag: ERISA

  • 16 Jun

    Form 5500 Filing Requirements: Deadlines, Penalties, and Compliance Options

    Posted: June 16, 2025   

    If your company provides an employee benefit plan governed by the Employee Retirement Income Security Act (ERISA), you are likely obligated to file Form 5500. This annual report discloses key details about your organization’s benefit offerings, such as welfare benefit plans (including medical, dental, life, and disability coverage), retirement plans, fully insured plans, and self-funded […]

  • 02 May

    Benefits Check-up: 6 Compliance Issues Affecting Your Clients’ Health

    Posted: May 2, 2024   

    A health plan is more than a product or service; it’s a relationship. All productive and healthy relationships—especially in the benefits space—rely on trust. When an employer extends trust in a broker or insurance carrier to purchase something as critical as healthcare—for people as critical as their workers and families—we’re obligated to raise all factors […]


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